Visa

Visa is combining VisaNet settlement data with onchain lending infrastructure to help stablecoin-linked card programs and fintechs obtain working capital faster. The company now supports over 160 stablecoin card programs, with payment volume up nearly 200% year over year and stablecoin settlement volume at an annualized $20 billion run rate. Pilots with partners have financed more than $2.5 billion in settlement volume with no reported defaults, though Visa cautions that stablecoin growth remains a small part of its business and carries regulatory, credit and privacy risks. » More on finance.yahoo.com

Visa research finds only 23% of consumers currently trust AI agents to make payments, but trust rises to 61% when Visa is associated with the transaction. Visa is developing Trusted Agent Protocol, an Agentic Directory, Agent Score and Visa Intelligent Commerce to authenticate agents, prevent fraud and clarify dispute and liability rules. Key obstacles include merchant resistance, adapting fraud detection for machine-speed transactions, and establishing clear consumer controls; Visa expects B2B procurement and human-in-the-loop workflows to be the initial proving grounds for agentic commerce. » More on forbes.com

Alphyn Capital disclosed Visa as a new top holding, describing the company as a technology infrastructure layer for global electronic payments with its moat in back-end complexity and simultaneity. The fund highlighted Visa’s high-margin, toll‑booth economics and strong returns on invested capital driven by its broad network of issuers, merchants and tokenization/fraud capabilities. Alphyn said every position now has a clear thesis and exit plan after prior portfolio mistakes and noted Visa’s recent share price and market-cap figures as context for the new position. » More on finance.yahoo.com